Very good, as usual. Though this year I had an issue with an IRA where part of it was spun off to a new IRA. Turbotax handled the resulting RMD requirement satisfied by the new IRA poorly, or should I say not at all without tricking it. Also sometimes the navigation back to old screens causes the subsequent forward navigation to skip steps. that were previously presented.

I appreciate the on-line downloads from my investment carrier and the auto fill of related documents. I believe that you can give better "age related" info about required investment payouts rather than the "you might need to take a payment info" for those over age 73....

Been using Turbo Tax for 30 years - this year was very glitchy (i.e. sending me to Canadian retirement when I clicked on Social Security). The boxes to select 1099DIV or 1099INT are cumbersome. Pretty, but not fluid. I am actually not sure I will buy it again next year. The red boxes & exclamation points are a bit alarming when I've not had the opportunity to make an entry. They can wait until I miss something. Take it back to simple graphics.

Was very easy working with this year's product. Investment information upload is a great feature. I had one problem with entering RMD information. I had to divide the RMD amount between the IRA distribution to me and the QCD. There was no instruction on this.

Software issues this year were very disappointing. The loss carryover did not transfer from the prior year return, so I had to enter it manually. The import from Fidelity failed 5 times, though the amounts showed up on the forms but not the tax returns and calculated my refunds incorrectly. These are software issues, which have been reliable almost every year since I started using TT in 1997. These issues need to be addressed.

Accuracy is spot on. I didn't realize for a while that you have to scroll down on some pages to find "continue". That caused some anxiety until I figured it out. I was already worried that I might not do this correctly due to my wife passing away last year. And having RMD's to deal with including QCD's and the rest of the RMD. It was not explained that the QCD's are one full RMD and the rest of the distribution is considered another full RMD. Your tax expert explained that to me and the rest was smooth sailing. So the support is great and inexpensive. I liked all of the features that I used.

I've been using TurboTax for over 30 years. Maybe not next year. The price increase was more than I expected and I had issues with the importing of information from last years return. Not all data was transferred requiring me to enter it manually. I'm disappointed.

Have used Turbo Tax for years. Usually very happy with product. 2024 and 2025 PA state product has an issue with Sch. D capital gains identified by taxpayer, spouse, or joint not carrying over from Federal input, and no helpful input screens on the PA side to fix the issue. Never a problem prior to 2024. I have previous experience as a tax accountant.

In a sane country, we would have access to a free e-file system that would obviate this dated software. Instead, we get the annual pleasure of paying an unnecessary and disinterested middleman increasingly brazen fees to be constantly harassed to move to an online version. They even have the audacity to hide a handful of fees inside the application, so you're never fully certain if the product you bought is a complete one, or just an introduction to a world of microtransactions and fearmongering. What a world!

I keep waiting for TurboTax to set up a "early" version that I could buy in say Sept 2026, which would help me plan my taxes for the 2026 year and be a prepaid system for the 2026 normal turbo tax software for the 2026 tax year once it becomes available. This would allow TurboTax to get their money early and allow them to charge a little more money for the software. This seems so obvious to me. Come on TurboTax, expand your universe and make more profit! Maybe look at Bolden for a full approach to financial planning so you can grow and expand. Your competition is coming with AI. Please be agile so you continue to survive! I would like to be able to see the details of my State return. I'd also like to understand how much ordinary income vs capital gain income I had. It would be great to see my marginal tax bracket. It would be even better if there were a planning section for next year. I feel like TurboTax is resting on your laurels. Great software but you are at risk of being left in the dust! Innovate and be the leading software providing more services. It's frustrating for me to see you stall out.